Long-term investor
Syntegra Private Wealth Group, LLC @syntegraprivatewealthgro
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964298).
Record
- Tracked since 2025-06-30 (434 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days +11.2% · 6 months +9.4% · 1 year +16.0% · all +16.0%
- Max drawdown -2.8% · Sharpe 0.85 · win rate 46% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FENI · 12.7% · long · since 2025-06-30
- SPYG · 12.1% · long · since 2025-06-30
- LGLV · 10.8% · long · since 2025-06-30
- SPTM · 9.6% · long · since 2025-06-30
- VOO · 8.3% · long · since 2025-06-30
- JPIE · 5.9% · long · since 2025-06-30
- FBND · 4.9% · long · since 2026-03-31
- JMEE · 3.8% · long · since 2025-06-30
- QQQM · 2.7% · long · since 2025-06-30
- NEAR · 2.5% · long · since 2025-06-30
- JMUB · 1.9% · long · since 2025-06-30
- 46090E103 · 1.8% · long · since 2025-06-30